Building the Enterprise RIA: A Conversation with Jay Coulter, CEO of Titleist
- Jay Coulter, CFP®, CIMA®
- Oct 20
- 2 min read
Updated: 4 days ago
Building the Enterprise RIA: A Conversation with Jay Coulter, CEO of Titleist Asset Management
In the rapidly evolving world of wealth management, the term “Enterprise RIA” is beginning to define the future of independence. In this exclusive conversation with Intentional.ly’s Tina Powell, Jay Coulter, CEO of Titleist Asset Management, shares how his firm is building a platform designed to help financial advisors achieve true independence without sacrificing scale, technology, or support.
From Aggregator to Enterprise
Coulter’s journey to Titleist began three years ago as a consultant helping optimize the firm’s operations. That engagement revealed a much bigger opportunity: to transform Titleist from a traditional RIA aggregator into a full-scale enterprise platform serving advisors nationwide. Since then, Titleist has grown from $1 billion to nearly $2.5 billion in AUM — powered by a culture rooted in Kaizen (continuous improvement) and operational excellence.
The TAM360 Platform
At the heart of Titleist’s model is TAM360, an AI-enabled yet human-supported technology ecosystem. “Technology is table stakes,” says Coulter. “Our difference is the people behind it.” Led by longtime partner and Director of Client Services Neil Kalb, Titleist’s San Antonio-based service team ensures advisors can pick up the phone and reach a real person. TAM360 integrates leading fintech tools like Wealthbox and YCharts while keeping advisor data portable — ensuring freedom, transparency, and long-term autonomy.
Freedom, Transparency, and Long-Term Independence
Coulter’s leadership is guided by four differentiators:
Operational Excellence – A continually evolving AI-enabled platform supported by real people.
Advisor Freedom – No contracts, no lock-ins, and complete data ownership.
Crystal-Clear Economics – No platform fees, no surprises, and transparent payout structures.
Independence for the Long Term – 100% employee-owned and private-equity-frebuilding-the-enterprise-ria-a-conversation-with-jay-coulter-ceo-of-titleiste since 2003.
The Road Ahead
Titleist’s mission under Coulter is bold: serve 20,000 families and empower 100 advisors to build equity in their own practices. As Coulter puts it, “In an industry obsessed with AUM and profit margins, we’re focused on people — the advisors who serve families and the clients who depend on them.”
For advisors ready to build their next chapter, visit JoinTitleist.com.
Advisors ready to build resilient, scalable firms should explore how Titleist Asset Management and the Titleist Advisor Network help them grow through operational excellence, technology, and true ownership.
👉 Learn more at JoinTitleist.com
At Titleist, our TAM360 platform enables advisors to use an AI enabled, digital first, tightly integrated platform to serve their clients. Jump is just one of the tools that are part of our package.
Titleist Asset Management, LLC (“TAM”) is registered with the SEC as an investment adviser. TAM’s affiliate, Titleist Capital, LLC (“Titleist Capital”), is registered with the Securities and Exchange Commission (“SEC”) as a Broker-Dealer and is a member of the Financial Industry Regulatory Authority (“FINRA”) and the Securities Investor Protection Corporation. TAM does not offer or provide legal or tax advice. Please consult your attorney and/or tax advisor for such services
Titleist Advisor Network is affiliated with Titleist Asset Management, LLC and Titleist Capital, LLC. for advisor recruitment.
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